How to do Incoming Orders for Take-Out and Staff Delivery

Hi, and thanks for taking the time to learn a little bit more about DeliveryBizConnect and how efficient taking telephone orders can be.

Telephone Orders from Existing Customers

We’re going to select ‘Delivery’ and then the first thing we’re going to do is put in the person’s phone number. As we type the phone number you’ll see the system starts looking for matches. We’re going to click ‘Use Data’ and it’ll automatically bring in the address.

If we know that he’s going to prepay we can use the ‘Prepay’ button, but if we know that we’re going to charge him at delivery, we can also do that. If we scroll to the bottom, we’ll see that he’s ordered from us 3 times in the past and we can see everything he’s ordered, but we can instantly go to the ‘Order Now’ button.

Adding a New Order

On the ‘Order Now’ we’re simply going to go to the menu that we’ve pre-prepared of the items we’re selling and hit ‘Order Now.’ From here your staff will print the ticket so it can get to the kitchen to be created (just a normal print dialog that can go right to your existing ticket printer). When that’s done you click ‘Close & Add a New Order’ and you would be done.

Telephone Orders from New Customers

Let’s take a look at that same situation where it’s a phone order, it’s for delivery, and we’re going to collect payment after the fact. We start with a phone number search, but this time we don’t find anybody. We start to put in the email and tries to find somebody, but because this is, again, a new customer we don’t have anybody to be found.

We’re going to go in and we are going to say that this is Fred Wilson. We put in the whole name but as we hit Tab it automatically splits it to ‘Fred’ and ‘Wilson’ separately. We then go put in the unit number. We know that this person lives at 4009 and the street address, 33 Smithe Street (or Smithe Mews, whichever). We select it and hit ‘Save Contact’.

Adding a New Order

As we hit ‘Save Contact’, we now hit ‘Order Now’, exactly the same as if you were doing an order of somebody who was already in. The follow through of the process with printing the ticket and everything else is exactly the same.

Walk-up Orders from Existing Customers

Let’s take a look at how the process would work for somebody who walked up to your takeout window or let’s say taking walk-up window orders. We’re not going to click ‘Delivery‘ because it’s not for delivery. We will click ‘Paid’ because if they walked up they’re going to pay before you process the order. We would start with the telephone number search. In this case we’ll go for somebody that already exists, e.g. Joe Smith.

Joe Smith’s information will all be populated for us and will immediately go to the ‘Order Now’. Now notice that the delivery information doesn’t even exist. Yes it’s stored in the background but we don’t need it because this is a walk-up or a pickup order. So it doesn’t get in your way, it’s just here, and again, we can see everything that they ordered in the past so we can carry on to process the order for Mr. Joe Smith right now.

Adding a New Order

Let’s say that he’s really in the mood for some hot wings so he’s  going to have 3 orders of Frank’s Red Hot. The process is pretty much exactly the same as you saw before. You’ll see ‘Print Ticket’, and you print your ticket and then you say ‘Close & Add New Order’. We just completed an order very, very efficiently for someone who is in the system.

Walk-up Orders from New Customers

We’ll go ahead and we’ll put in a number that we know doesn’t exist (finish completing it because that’s what we need to do), and then we’ll put in the email address. Always try to collect email addresses. It just helps a whole bunch in your ability to invite people back to order again or push them to your online ordering if you implement that as well. Of course, the system does all of that.

Let’s say this is Fred Jackson. Again, it splits the name and we can go ahead and we can say ‘Save the Contact’, and we then go on to place the order. And because, again, they’re right in front of us, we don’t need to actually have anything to do with their address. The system hides it just to keep it efficient and save you from doing data entry that you don’t need to do.

Adding a New Order

And same thing, we get to the end of the process, we can print the ticket, we could take their credit card or PayPal. Because I didn’t mark it as ‘Paid’, notice that it asked me if I would like to actually take their credit card. If I had marked it as ‘Paid’ as in the previous attempt, you’ll see that it didn’t actually show the ability to pay because it knew it was paid.

How to Process Orders

We’ve had orders come in online, we’ve had orders that we’ve placed through people that have walked up  to our takeout counter, we’ve had phone orders come in.  We have orders that have come in in all kinds of different ways and in all various different states.

Pick up Orders – Prepaid

The first one is a ‘Pick up’ order that is already paid and its status is sitting as ‘Ordered’.  The reason it’s green is to make it very clear that this order has not yet been printed so it hasn’t made it to the kitchen.  So in the case of a pick up order that was prepaid it’ll sit here and wait to be printed.  If we print it, we’ll then see what happens to it next.

We’re going to print that (you would just print that to your receipt printer), it would print it out, you’d use that to take your kitchen, and when that’s done, we’ll actually see that it  has dropped to the bottom and it’s all green.  This is because it’s a ‘Pick up’ order. It’s now paid and printed which means it is sitting here waited to be picked up.

When the person comes to pick it up, it’s clear that this one is free to be released so you would simply go and you would say ‘Picked up’ and hit ‘Update’  and that’ll actually clear it from the list.

Delivery Orders – Prepaid but not Printed

Our next case is a delivery order that is paid and was not printed.  Now that could happen because the person could have ordered online and paid for it, and of course it won’t be printed at your end but it was printed at their end.  So that’s how that status could occur.  

delivery orders

We’re going to do the same thing.  We’re going to print it, and we’ll see that it has disappeared. It disappears because it’s actually gone through to the ‘Batches’ page because it was printed and it was paid. So it’s free to go to ‘Delivery’.

Delivery Orders – Unpaid and not Printed

It is set up for delivery, it is currently unpaid ordered but not printed, so same thing, we can go and just say ‘Print’ and it will also go off and disappear because it’s also gone to the ‘Delivery’ page.

It goes to the ‘Delivery’ page even though it wasn’t paid because in the pre-pandemic world, it was fairly common to collect the payment at the customer’s location, so the system still allows for that. When we get out of this, we can go back to the normal way.  That would mean that the delivery driver is going to go and take it out there, collect the payment  and it will be cleared from the list back to you  when he actually clicks the button that says he’s delivered it.

Pick up Orders – Unpaid but Printed

The next status we have is a ‘Pick up’ that is unpaid and printed.  That means that they’re going to come to the store and the first thing they’ll probably do is they will come and say, “Hey, I’d like to pay for my order” because it might be ready, it might not be ready, so you might do both of these steps at the same time. 

After you’ve taken their payment, you’re going to simply change this to ‘Paid’ and it’s now paid and printed. You could set this directly to say ‘Picked up’ when it’s picked up or you could just leave it here as ‘Paid’ and printed because you actually took the money but it is not in fact picked up, and therefore it drops to the bottom where it’s all clear and waiting for pickup.

You could have the ‘Pick up’ that is unpaid and printed, so same thing, you’re going to just take the money, update that and it’ll drop to the bottom. As the customers come in, you simply say ‘Picked up’, ‘Update’, and away they go until your list is clear.  So now you always know what status everything’s at and where everything is going.

Check Delivery Page for Orders

Once you’ve processed all of your orders you have to go in check for what orders are awaiting you in the ‘Delivery’ page. Here you see all the orders that were either placed online and paid for online for delivery that went through to the ‘Orders’ screen which were then printed, processed, and now actually are sitting there in the driver’s hand and you’re going to assign these to the drivers.

Batch Orders for Deliveries

If you were to pick, say, all 3 telephone delivery orders to do one batch of orders and click ‘Submit’, it’s going to drop them down to the bottom where you can say yes, you actually want to use the driver Dennis and then you will create the trip.

As you create the trip, it then sends a push notification to the driver and you can see that you’re awaiting operator over here for the driver. The other interesting thing to note is if you look at this route, it’s actually optimized the route. It’s decided based upon Google Maps which way to go to be the fastest overall time for you.

Accepting a Delivery Job

If you have the driver accept the job, what you’ll see is this (‘Awaiting Operator’) is going to change. At this point he is going to accept that job through the other app which is done with a simple push of a button and it will change to ‘Operator Accepted’.

On the ‘Operator’ sign they have a navigate button that they see. They click the navigate button and it will pop open Google Maps and start directing them to where they need to go. What would happen is you’d start to see the person driving all the way around until the route is completed.

Tracking Deliveries

As they complete a leg, they will be marking. So you can see that they’ve started the route and as they marked ‘Delivered’ we can see that Delivery 1 has been delivered, Delivery 2 has been delivered, Delivery 3 has been delivered, and so on.

It’s all there, it’s all tracked, everything that needed to happen has happened and now you can go back and take a look at the Online Order screen. Because the driver has completed the run it’s assumed that the money has been brought back by the driver, so everything is clear.

How to do Telephone Orders and Delivery by your own Staff

Incoming Orders for Take-Out and Staff Delivery

Hi, and thanks for taking the time to learn a little bit more about DeliveryBizConnect and how efficient taking telephone orders can be.

Telephone Orders from Existing Customers

We’re going to select ‘Delivery’ and then the first thing we’re going to do is put in the person’s phone number. As we type the phone number you’ll see the system starts looking for matches. We’re going to click ‘Use Data’ and it’ll automatically bring in the address.

If we know that he’s going to prepay we can use the ‘Prepay’ button, but if we know that we’re going to charge him at delivery, we can also do that. If we scroll to the bottom, we’ll see that he’s ordered from us 3 times in the past and we can see everything he’s ordered, but we can instantly go to the ‘Order Now’ button.

Adding a New Order

On the ‘Order Now’ we’re simply going to go to the menu that we’ve pre-prepared of the items we’re selling and hit ‘Order Now.’ From here your staff will print the ticket so it can get to the kitchen to be created (just a normal print dialog that can go right to your existing ticket printer). When that’s done you click ‘Close & Add a New Order’ and you would be done.

Telephone Orders from New Customers

Let’s take a look at that same situation where it’s a phone order, it’s for delivery, and we’re going to collect payment after the fact. We start with a phone number search, but this time we don’t find anybody. We start to put in the email and tries to find somebody, but because this is, again, a new customer we don’t have anybody to be found.

We’re going to go in and we are going to say that this is Fred Wilson. We put in the whole name but as we hit Tab it automatically splits it to ‘Fred’ and ‘Wilson’ separately. We then go put in the unit number. We know that this person lives at 4009 and the street address, 33 Smithe Street (or Smithe Mews, whichever). We select it and hit ‘Save Contact’.

Adding a New Order

As we hit ‘Save Contact’, we now hit ‘Order Now’, exactly the same as if you were doing an order of somebody who was already in. The follow through of the process with printing the ticket and everything else is exactly the same.

How to do Telephone Delivery Orders – New Customer

Telephone Orders for Delivery – New Customer

Hello, and thanks for taking the time to learn how DeliveryBizConnect can take your staff and have them accept a telephone order for delivery.

Telephone Orders from New Customers

We’re going to select ‘Phone Order’ and we are going to say that it is for ‘Delivery’. Paid or not paid, that depends if you’re having your driver pick up the payment at the door or not. We’re going to assume that your driver is going to get paid at the door (in this case we’re not going to click the ‘Paid’ box). Notice as we click ‘Delivery’, the map shows up and all of the Google Maps information starts to happen.

We always start an order with a phone number. If we type in a phone number of somebody that exists, it’ll start to try to find if this is the person we’re looking for. In this case we’re not going to do that. We’re going to assume it’s a brand new person. Let’s use the name Joe Smith. You’ll notice that it automatically capitalized and split the name into first and last name. It’s all about very fast and efficient data entry.

Let’s say that they’re Unit 3003 and their address (which is now just their street address). You start to type in ‘Smithe’ and it automatically follows (Smithe Street, Vancouver). Everything you need is there. Hit ‘Save Contact’ to then be able to take the order.

delivery orders

Adding Orders through the Online Menu

Click the ‘Order Now’ button. This is going to bring up the online menu that you create. So whether you’re taking online orders or not, this menu will be created for the purpose of being able to complete. It also reminds you if you forgot to take the email. You always want to try to collect emails because that’s your database that allows you to invite people back and make special offers. You simply have your staff select what the person wants to order and click the ‘Order Now’ button.

As the order is now complete, it is a delivery order and we can print the ticket. This will print the ticket right to your receipt printer in your restaurant which then goes off to the chef to have the order actioned. At that point we would say ‘Close and Add a New Order’.

How to do Telephone Delivery Orders – Existing Customer

Telephone Order Delivery Existing Customer

Hi, thanks for taking the time to learn more about how efficient it is to enter an existing customer into the system for a New Order or Delivery.

Telephone Orders from Existing Customers

Telephone rings, they’d like to order some food, you go in and you just start typing their phone number and it’ll actually start trying to find them. As you see the person you’re looking for, you can grab ahold of his data by saying ‘Use Data’ and it’s going to populate everything we need to know to complete the transaction.

Scrolling down we can actually even see the last time he ordered and what he ordered as well as we could take notes upon the customer. It allows a lot of interaction with the customers. But in this case we then would go right directly to the ‘Order Now’. From the ‘Order Now’ you can see the menu that you’ve created. It usually takes 10 to 20 minutes to put 2 or 3 items onto the menu and you’re good to go with online orders as well as telephone orders. The neat part is the work you do once is used twice.

existing customer new order

Adding Orders through the Online Menu

Let’s say we would like some Frank’s Red Hot Wings. The order comes through, and at this point if the person wanted to pay by telephone we could actually click the debit card or credit card here and take the information and process it through PayPal.

If they are going to pay when the delivery is made to them with the driver, we’d simply print the ticket. The ticket goes out and you can print it to your ticket printer where it can be sent to the kitchen and attached to the bag so that the driver has the information both on his cell phone for the delivery as well as physical copy for backup. Click ‘Close & Add a New Order’ and you’ve processed an order for an existing customer.

How to do Telephone Pick-Up Orders – New Customer

Telephone Orders for Pick-Up – New Customer

Hi, and thanks for joining us to learn more about DeliveryBizConnect. We’ll show you how fast your staff can take telephone orders to be put into the system for Takeout or Delivery.

Telephone Orders from New Customers

It all starts with a phone number search. As you start to search you’ll see it actually starts to try to find people for you. In this case, we’re doing a new person so we’re not going to take that as an advantage. You would then go ahead and you’d ask for the email. Always best to collect an email so that you can invite customers to order again or offer up special deals. Your data is your really, really big focus in these “new world.”

You go ahead and put in the full name. As you hit Tab you can see that it automatically split it into the first and last name. At this point you’re gonna do a phone order that is not for Delivery. They haven’t paid and they’re gonna pay when they come to pick it up. Click ‘Save Contact’ and now you would actually get the ‘Order Now’ button.

Adding Orders through the Online Menu

In the process of setting up the ability for you to do internal orders, you actually instantly gain the ability to do Online Orders so they don’t even need to phone you. From the interface you could add, say, a Pack of 4 Shepherd’s Pie, Take and Bake to take home and cook when you’re ready. It saves your customer from that terrible midweek of “What am I gonna have for dinner tonight and I don’t have time to cook?”

Printing Receipts for Processing

At that point the order is now complete. You could go ahead and print the ticket (remember you’ve answered the telephone, taken the order, and you can see that it’s not paid). Clicking the ‘Print’ button will allow you to print it right to your ticket system so it can go off to your kitchen to be processed and come back and be attached possibly to your POS receipt as well in order to facilitate a Delivery if that was the case.

But in this case this is for ‘Pick up’ so you’d still have that receipt. It comes back so you can actually take the receipt, attach it to the bag so that when the person comes to pick it up you know who they are and what was in the order in addition to any POS capabilities you already have. Then we would simply hit ‘Close & Add a New Order’ and this order would be complete.

See How Simple Online Orders are for your Customers

Online Orders are Simple

So how do your customers place an order with you online with DeliveryBizConnect online menu?

Initial Order Page

First of all, they could come to the site that we give you as part of the system, click the ‘Menu’ button and be brought to your Initial Order page or you could embed this all into your site either a link to our pages or directly into your site.

If they pick ‘Pick Up‘ then it won’t charge them anything if you set your pickup to be free. If you set your ‘Delivery’ to have a delivery fee it will charge them whatever fee you set up. If they click ‘Pick Up’ they won’t be asked for their address, but if they click ‘Delivery’, they will be asked for their address.

Delivery Information

They get going, they put in their first and last name, and email. The neat part is you can actually choose what data fields you want to collect. So if you don’t want to collect an email, you don’t have to. It’s totally up to you what you enable the system to collect. We do recommend always asking for an email address and a mobile phone number. It’s better for your overall business.

Then they put in the unit number and then they can use the address searching of Google to find the actual address. It automatically fills everything in and then it’s just up to the phone number. They can go ahead and start placing their order from the online menu.

Placing Orders through the Online Menu

The online menu generally takes about 10 to 20 minutes to set up. It comes with a few items pre-configured so all you need to do is edit out some of the text and the images you can put as many different categories and as many different items on the menu as you like. Then they’re going to simply click ‘Order Now’.

online menu

Payment Options

A system comes back with the total of their order. They can choose to print it and they could also choose to pay by PayPal directly to you. Or, they could choose not to pay you and your driver would get paid when he delivers the order. Nowadays, most of the time it’s better to get prepaid orders because it stays contactless.

Setting Restaurant Hours for Online Orders

People often ask us, “What do you do when your restaurant’s closed? How do you stop the online orders?” In DeliveryBizConnect it’s really simple. You can simply hit the ‘Disable’ button and that will actually turn off the ability for people to order, or you can actually click the ‘Auto Schedule’ where you can select exactly what time you are open. You can set it Monday through Sunday and it will go on and off as you need.

What’s a Disabled Menu?

With a ‘Disabled’ menu, customers would be told you’re closed for Take Out and Delivery right now. They’re going to be told the hours but they can still see the menu if they’d like to. There’s a special preview link and they can actually preview the exact same menu but this menu has no ‘Order’ button and no quantity.

It’s a way to make sure that they can still see all the wonderful stuff you have and dream about getting it when you’re open again and you don’t have to be maintaining and remember to turn on and off your Online Menu. It’s all done with a click of a button or set it and forget it on our Scheduler.